Now Integrates with Pipedrive


Pipedrive is a popular sales management tool (CRM) for small businesses focused on activity-based selling. The idea behind Pipedrive is that you can't control whether a sale will go through, but you can control the activities you engage in to pursue that sale, so Pipedrive's interface is activity-centered. now integrates with Pipedrive so each call handled by a receptionist is logged in your account immediately after the call.

Below, we explain how the integration works and a few simple steps for getting set up.

How the Pipedrive + Integration Works

When your Pipedrive account is connected to, after each call is handled by one of our receptionists, the following will automatically occur:

  • A new contact is created with the name, phone, and email address (or an existing contact is updated)
  • A new activity is logged for each call
  • Post-call summary notes appear in each "call" activity

New contact records will appear within Contacts, like this (white-outs are intentional to protect personal data):

After a call is completed, the call details and post-call summary will appear on the contact's record as a new activity, like this:

The call will also appear on the Activity log, like this:

How to Connect Your Pipedrive Account to

If you're already a Pipedrive user, getting started is simple: 

1. Log in to your account, click on your name at the top, and go to "Settings."

2. Under the heading "Other," click on "API."

3. Copy your personal API token and email it to us at with the subject line, "Pipedrive CRM Integration."

4. That's it! We'll let you know as soon as the integration setup is complete, typically within 1 business day. Once your accounts are linked, you'll see Pipedrive contacts and activities added and updated by your receptionists after each call.

Please note: CRM integration is an optional add-on service and will incur an extra fee. View current pricing for these and all other add-on services.

Contact for Assistance

Not sure how you can best use the Pipedrive integration with your receptionists? We're happy to discuss implementation options and best practices. Please reach Support Monday through Friday, 5am – 6pm PT / 8am – 9pm ET via phone at (650) 727-6484 or via email at

Solo Business
Small Business
Virtual Receptionists
Outreach Campaigns
Written by Maddy Martin

Maddy Martin is's SVP of Growth. Over the last 15 years, Maddy has built her expertise and reputation in small-business communications, lead conversion, email marketing, partnerships, and SEO.

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